Walt Disney Company shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 2.3k | 114.50 |
| 2025-06-30 | $324k | 2.6k | 124.01 |
| 2025-03-31 | $259k | 2.6k | 98.70 |
| 2024-12-31 | $296k | 2.6k | 113.19 |
| 2024-09-30 | $282k | 2.9k | 96.01 |
| 2024-06-30 | $379k | 3.8k | 99.29 |
| 2024-03-31 | $565k | 4.6k | 122.36 |
| 2023-09-30 | $483k | 6.0k | 81.05 |
| 2023-06-30 | $555k | 6.2k | 89.04 |
| 2023-03-31 | $799k | 7.9k | 100.85 |
| 2022-12-31 | $970k | 8.6k | 113.22 |
More positions owned by Kapstone Financial Advisors
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